Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUEPRINT INVESTMENT PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 14,406 | +Inf | 12-31-2023 | |
BUCKINGHAM STRATEGIC PARTNERS LLC | COM | 2102 | $2,109,732 | 14,396 | 0.00 | 0.00 | 629 | 4.57 | 12-31-2023 |
PEDDOCK CAPITAL ADVISORS LLC | COM | 2103 | $2,334,054 | 14,386 | 0.00 | 0.00 | 977 | 7.29 | 03-31-2024 |
ONE RIVER ASSET MANAGEMENT LLC | COM | 2104 | $2,105,634 | 14,369 | 0.00 | 14,369 | +Inf | 12-31-2023 |